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Geojit Financial Services Ltd
Geojit Financial Services Ltd

Geojit Financial Services Ltd

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AUM ₹ 1,179.30 Cr (As on Feb, 2025)
No. of schemes 5
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About Geojit Financial Services Ltd

Geojit Financial Services Ltd manages assets worth Rs 1179.30 crores. Its current offering of PMS schemes includes 1 Large And Mid Cap, 1 Flexicap, 1 Small And Mid Cap and 2 Multi Cap schemes.

Portfolio MANAGERS

Dileep K
Dileep K
  • Schemes managed 3
  • Total AUM Undisclosed
  • Highest return in 1 year -5.15 %
Profile

Mr. K Dileep, A Post Graduate in Commerce is having 22 years of experience in capital market industry. He is the General Manager and Head of Portfolio Management Services at their corporate office in Kochi. Mr. Dileep is also the spokesperson for his organization for many years. His media presence includes appearance in business segment of Amrita TV daily morning news and Money News in Mathrubhumi Television on every Saturdays. He has contributed more than 300 articles in Mathrubhumi, the national daily in Malayalam on capital markets and Banking & Finance.

Deepali Jose
Deepali Jose
  • Schemes managed 4
  • Total AUM Undisclosed
  • Highest return in 1 year -5.15 %
Profile

FUND MANAGER INTERVIEWS

"Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund
Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund 19:21
"Over 50% Return In 1 Year! Here's All You Need To Know About Dividend Yield Mutual Funds
Over 50% return in 1 year! Here's all you need to know about Dividend Yield Mutual Funds 3:24

PMS Schemes

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Geojit - Freedom Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
15% Or 10%
Benchmark
Nifty 50 TRI
Category
LARGE AND MID CAP
Category Rank
7 Out of 16
Fixed Fee
3%
Beacon Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
15% Or 10%
Benchmark
S&P BSE 500 TRI
Category
FLEXICAP
Category Rank
43 Out of 62
Fixed Fee
3.00%
Geojit - Advantage Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
15% Or 10%
Benchmark
S&P BSE 500 TRI
Category
SMALL AND MID CAP
Category Rank
12 Out of 43
Fixed Fee
3%
Geojit - Ethical Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
15% Or 10%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
124 Out of 171
Fixed Fee
3%
Geojit - Dakshin Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
15% Or 10%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
126 Out of 171
Fixed Fee
3%
Scheme Name Category Category Rank Scheme Return Benchmark Return Benchmark AUM (Rs Cr) Hurdle rate Fixed fee
Geojit - Freedom Portfolio
7Out of 5
-6.71%
Nifty 50 TRI
0.45%
Nifty 50 TRI
0.00
15% Or 10%
3%
Beacon Portfolio
43Out of 5
-9.64%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
0.00
15% Or 10%
3.00%
Geojit - Advantage Portfolio
12Out of 5
-9.74%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
0.00
15% Or 10%
3%
Geojit - Ethical Portfolio
124Out of 5
-10.99%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
0.00
15% Or 10%
3%
Geojit - Dakshin Portfolio
126Out of 5
-11.31%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
0.00
15% Or 10%
3%
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQs

What is the total AUM managed by Geojit Financial Services Ltd ?
The total AUM managed by Geojit Financial Services Ltd is ₹1179.30 crores
What is the total number of schemes managed by Geojit Financial Services Ltd ?
The total number of schemes managed by Geojit Financial Services Ltd is 5
What is the best performing PMS scheme of Geojit Financial Services Ltd in 1 year ?
The best performing PMS scheme of Geojit Financial Services Ltd in 1 year is Beacon Portfolio.
What is the best performing PMS scheme of Geojit Financial Services Ltd in 3 years?
The best performing PMS scheme of Geojit Financial Services Ltd in 3 years is Geojit - Advantage Portfolio
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